Elizabeth Mowry Hull

Bank of Stockton

Profile

The Bank of Stockton is a full service mid-sized bank with locations throughout northern California. We have been privately owned and family directed for 150 years. Our trust department was founded 90 years ago and works with businesses, non-profits, municipalities, unions, families and individuals throughout the United States and in over a dozen foreign countries. We are proof that private personal banking can stand the test of time and is still a tremendous asset in the 21st century.

Trust Services for Special Needs Clients. Some trust are set up to protect the public benefits available to persons with a disability. With these trusts additional oversight is needed to analyze government benefits that may be available, and to access those benefits before using trust funds. Oversight on both income and expenses on these trusts is the key to avoiding disqualification of the client from available services. Many of these clients are unable to manage their own affairs so the trustee takes on a larger role in managing their day to day affairs. This usually requires assistance from case management service companies, doctors, attorneys and accountants to gather the appropriate benefits from federal, state, local and non-profit entities, manage bank accounts, purchase equipment and assist with education, medical needs, housing and general quality of life.

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CONTACT ELIZABETH MOWRY HULL

Tell us about your special needs issue and we will put you in touch with Elizabeth Mowry Hull

I understand that by contacting a lawyer or a law firm through the Academy of
Special Needs Planners, I will not create an attorney-client relationship and
the message will not necessarily be treated as privileged or confidential.
I also understand that if I contact a non-attorney member of the Academy, whether
a financial planner, trustee or other non-attorney, that such contact does not by
itself mean that the professional has been retained and that communications with the
member may not be treated as privileged or confidential.

Contact Elizabeth Mowry Hull

Tell us about your special needs issue and we will put you in touch with Elizabeth Mowry Hull

I understand that by contacting a lawyer or a law firm through the Academy of
Special Needs Planners, I will not create an attorney-client relationship and
the message will not necessarily be treated as privileged or confidential.
I also understand that if I contact a non-attorney member of the Academy, whether
a financial planner, trustee or other non-attorney, that such contact does not by
itself mean that the professional has been retained and that communications with the
member may not be treated as privileged or confidential.

ASNP is a nationwide network of attorneys and financial planners who provide special needs planning services to families and organizations that serve people with disabilities.